Updating the registers. Filing of documentation. Manage the data in S/Sheet and reports. Keep the records Answering of the phones and preparing documents. Managing and ordering stationary. Assist with ad-hoc tasks
registers.
with regulatory guidelines and requirements
Manage anti-money laundering queries
Meet personal
years experience in an administrative role, in financial services or law
Direct communications with
practical and relevant experience, within the corporate, legal, fiduciary, fund, and trust services
Workable and basic understanding of Corporate Secretarial software and general and niche company
Updating the registers. Filing of documentation. Manage the data in S/Sheet and reports. Keep the records Answering of the phones and preparing documents. Managing and ordering stationary. Assist with ad-hoc tasks
Greenpoint, Cape Town, whom are in the Financial Planning and Wealth Management industry are looking for a dynamic hardworking and motivated Assistant for their Financial Planner / Advisor Our client, based in Greenpoint Greenpoint, Cape Town, whom are in the Financial Planning and Wealth Management industry are looking for a dynamic for their Financial Planner / Advisor Provide holistic administrative support to financial advisor. Manage Manage advisor's diary (Client birthdays, meetings etc.) General office duties – Scanning, printing etc
applications for the position of Back-office Financial Administrator. The purpose of this position will will be to support the technical operations management team, which will involve end-to-end operational and database administration) and operational financial support requirements (placement and receipting operations Creating the respective projects in the management system and tracking approval on all projects the management system Maintaining accurate system details Overseeing, co-ordinating and managing the
Financial Secretary/PA to CEO of established financial services company.
Monday to Friday, full skills including MS Excel.
Diary and travel management.
Excellent English written and verbal skills
Tertiary qualification in finance.
Financial acumen and ability to work in a dynamic young
Compliance Administrator for our client within the Financial Services industry. Based in Randpark Ridge Please other QA when needed. Requirements Diploma within financial services/insurance/similar Strong Discovery Product
Compliance Administrator for our client within the Financial Services industry. Based in Randpark Ridge Please other QA when needed. Requirements Diploma within financial services/insurance/similar Strong Discovery Product
monitoring administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship with clients